more likely to, that the fed begins to at least ease off an accelerator, where i'm sitting right out detroit, they're running monetary growth rate at 80 miles an hour, plus, bill. they'll decelerate. they have to. i'll stand by what you and i have talked about, the most aggressive fed easing, i will know in my lifetime as an investor, and that's been one of the key catalysts to why small-cap stocks are up over 200% from their march 2009 lows, and more recently, small-cap stocks are up 40% from the november 15th post-election l s lows, and that, i think, is really centered on aggressive fed policy. >> and, michael, the last time you were on, we talked about this so-called revenue recession we seem to be in here, where we're in another earnings period where the bottom line expectations have been met with revenue numbers not there now. >> the same old thing. revenue is still short. i will say, though, there's something very positive in the economic reports. i think bob pisani mentioned it earlier, and he had a note out this morning about this. that the trade deficit was surprisingly small, or s